Howard Marks warned of an AI 'moonshot' mentality — and shared why he'd rather own tech titans than flashy startups

Tech Insider : Business, Technology
Howard Marks, Co-Chairman of Oaktree, at the Global Hong Kong Global Financial Leaders Investment Summit on October 8, 2023, in Hong Kong, China
Howard Marks says AI hype is pushing investors into risky "moonshot" bets.

Vernon Yuen/NurPhoto via Getty Images

The AI bubble talk is coming from inside the earnings calls

Tech Insider : Business, Style, Technology
AI bot blowing bubble

iStock; Rebecca Zisser/BI

  • The phrase "AI bubble" has recently been in the zeitgeist.
  • Mentions in earnings calls and investor conference transcripts increased 740% from last quarter.
  • Only demonstrable profits will quiet the talk, analyst Gil Luria told BI.

There's a bubble in talk of an "AI bubble."

The world's biggest business leaders are talking about AI — and they predict 'some headline blow-ups'

Tech Insider : Business, Technology
Dario Amodel at dealbook
Dario Amodei, the CEO of Anthropic, discussed the possibility of an AI bubble at the DealBook Summit on Wednesday.

David Dee Delgado/Getty Images for The New York Times

Ex-Google CEO Eric Schmidt says AI isn't overhyped — the biggest gains from automating corporate work are still ahead

Tech Insider : Economy, Business, Technology
Former Google CEO Eric Schmidt at the America Business Forum at Kaseya Center in Miami on November 06, 2025.
Ex-Google CEO Eric Schmidt says AI isn't overhyped because the real payoff — automating the costly, boring backbone of business — is only just getting started.

Alexander Tamargo/Getty Images for America Business Forum

The AI boom has all 4 classic bubble signs — and it could pop in 2026 if interest rates rise, a top economist says

Tech Insider : Economy, Economy, Business
A mobile phone with a financial stock graph visible in the background in Brussels on November 11, 2025.
Ruchir Sharma says AI's explosive surge looks like a bubble that may burst in 2026.

Jonathan Raa/NurPhoto via Getty Images

'The bubble is ahead of us': hedge fund exec says investors still don't get how big AI is

Tech Insider : Economy, Business, Sports
headshot of Bridgewater Associates co-CIO Greg Jensen
Bridgewater Associates co-CIO Greg Jensen

Bridgewater Associates

'Big Short' investor Michael Burry says Nvidia's memo was 'disappointing' — and he's betting against it and Palantir

Tech Insider : Business
A side-by-side image of Nvidia CEO Jensen Huang and short-seller Michael Burry.
A side-by-side image of Nvidia CEO Jensen Huang and famed short-seller Michael Burry.

Ezra Acayan/Getty Images; Jim Spellman/WireImage

Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'

Tech Insider : Business, Economy
Eddie Wu Alibaba
Alibaba's CEO, Eddie Wu, brushed off AI bubble fears and said that the Chinese tech giant plans to invest aggressively in AI.

XU KANGPING / Feature China/Future Publishing via Getty Images

Famed software developer Martin Fowler says his field is in a 'depression.' Here's his advice for junior engineers.

Tech Insider : Business
Two coworkers sit in front of a computer

Anciens Huang/Getty Images

'Big Short' investor Michael Burry just launched a Substack and took aim at Nvidia in his first post

Tech Insider : Business
Michael Burry, the investor of
Michael Burry, investor of "The Big Short" fame.

Astrid Stawiarz/Getty Images

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